Associate Account Manager - Surety (East)

Lockton•Hartford, CT

10d

About The Position

The Surety Associate Account Manager provides the highest level of customer service in support to the surety team in servicing the needs of Lockton clients.

Requirements

Bachelor’s degree in Business or related field and/or High School diploma and equivalent education and/or experience
Detail oriented, with organization and time management skills to meet time-sensitive deadlines
Ability to use office equipment such as computer terminal and keyboard, calculator and photocopier
Ability to work with computer technology with little instruction and proficiency at spreadsheets and word processing
Strong verbal and interpersonal communication required
Ability to complete continuing education requirements as needed
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Legally able to work in the United States

Responsibilities

Prepare various bonds, invoices, and correspondence with the ability to verify by sight that keyed data is accurate, complete and conforms to established procedures
Promptly file bonds and correspondence in the appropriate area
Managed tasks and duties quickly and efficiently in support of Account Managers
Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame
Assist in review of contracts for relevant information and communicate findings to Account Manager
Utilize surety management system to prepare bonds, as well as process billings, renewal certificates and other client deliverables
Invoice clients for new and renewal bonds; prepare summary billings when required
Prepare list of outstanding bonds using surety management system in Excel format
Assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
Communicates in a positive manner to contribute to a cohesive, pleasant work environment
Performs other responsibilities and duties as needed